> ## Documentation Index
> Fetch the complete documentation index at: https://docs.custral.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Business Intelligence

> Turn your live Custral data into charts, dashboards, and team-performance reports.

Business Intelligence turns the records and conversations already in Custral into interactive charts, dashboards, and team-performance reports. All on live data, with no separate warehouse to sync.

## Get started

<Card title="Build your first report" icon="rocket" horizontal href="/bi/getting-started">
  Add a chart to a dashboard and drill into the records behind it.
</Card>

## What you can do

<CardGroup cols={2}>
  <Card title="Reporting & charts" icon="chart-bar" href="/bi/reporting/overview">
    Over a dozen chart types (bar, line, funnel, heatmap and more) on any object.
  </Card>

  <Card title="Dashboards" icon="table-cells-large" href="/surfaces/views/types/dashboard">
    Arrange reports into a shared view, filtered together.
  </Card>

  <Card title="Team performance" icon="users" href="/bi/reporting/team-performance">
    A row-per-teammate table of calls, demos, emails, and deals.
  </Card>

  <Card title="Best practices" icon="lightbulb" href="/bi/best-practices">
    Structure reports and dashboards for impact.
  </Card>
</CardGroup>

## Feature reference

| Feature             | What it does                                                         | Use it when                            |
| ------------------- | -------------------------------------------------------------------- | -------------------------------------- |
| **Charts**          | Over a dozen visual report types on any object, grouped and measured | Visualizing a metric or a distribution |
| **Drill-down**      | Click a segment to open the underlying records                       | You need the "why" behind a number     |
| **Filters**         | Per-block and dashboard-level scoping                                | Focusing one report or a whole board   |
| **Stat card**       | A single headline KPI number                                         | Highlighting one metric                |
| **Aggregate table** | Per-teammate activity with rates and ratios                          | Comparing reps or tracking activity    |

## Works with

Reports run on the data and surfaces you already have. Nothing to sync.

<CardGroup cols={2}>
  <Card title="Data & records" icon="database" href="/data/overview">
    Every chart groups and measures your objects and records directly.
  </Card>

  <Card title="Surfaces" icon="table-columns" href="/surfaces/overview">
    Dashboards are a view type; drill-downs open the records behind a segment.
  </Card>

  <Card title="Blocks" icon="shapes" href="/blocks/overview">
    Charts and stat cards are blocks you drop into any view.
  </Card>

  <Card title="Communications" icon="messages" href="/comms/overview">
    Report on conversation volume, response time, and outcomes across the team.
  </Card>
</CardGroup>

## Related

* [Reporting](/bi/reporting/overview) · [Dashboards](/surfaces/views/types/dashboard)
* Looking for conversation analytics, sentiment, or call coaching? Those live under [Conversations](/comms/conversations/overview) and Coaching, not BI.


## Related topics

- [Bar Chart](/bi/reporting/charts/bar.md)
- [BI Best Practices](/bi/best-practices.md)
- [Reporting](/bi/reporting/overview.md)
- [Troubleshooting](/bi/reporting/troubleshooting.md)
- [Sparkline](/bi/reporting/charts/sparkline.md)